Import Customer Addressbook

If you’re switching to IndusTrack and have a list of customers from your old system, you can import them easily using an Excel file. Just follow the steps below.

Before You Start

Make sure your data is clean and follows these rules:

✅ Use the Customer Addressbook Import Template
✅ Include all required columns (see below)
✅ No duplicate rows – they will be imported as separate customers
✅ Only 2 contact numbers are supported: Phone and Mobile
✅ No column headers – remove them before importing, or the system will treat them as customer data
✅ Check for bad data in the file i.e. multiple contact numbers in the Phone column, Multiple names. Importing files in the system with Bad Data will lead to an unsuccessful import.
✅ After importing Addressbook successfully, please make sure to validate all customer’s addresses.

⚠️ If the autoincrement setting is ON, the Customer Number will be automatically assigned by the system. It will ignore any Customer Number you included in your file.

Required Columns

Use the Customer Addressbook Import Template and include these fields:

Note that columns with (asterisk) * are required.

• Customer ID* – Must be unique for each customer. Used to link other data (equipment, jobs, service locations, etc.) to this customer.
• Customer Number – Optional. Shown in the Customer module. If autoincrement is ON, this will be overwritten.
• Customer Name* – Enter company name or full name (for residential customers).
• Contact First Name *
• Contact Last Name*
• Phone
• Email
• Street*
• City*
• State*
• ZIP*
• Site Notes
• Office Notes

Customer Addressbook Template

How to Import Customer Addressbook

1. Go to Settings (orange gear icon) > Integrations > Import List

2. Click ACTIONS > Import AddressBooks

3. In the Import window:

• Select your Timezone
• Click Upload and select your Excel file
• Map the columns from your file to IndusTrack fields
• Click Save

4. Wait for the import to finish. For large files, it may take some time for the status to update to COMPLETE.

5. Click the 3 dots next to the status > Details:

• If All Rows = Successful Rows, the import was successful.

6. If there are errors:

• The system will not import the problematic rows
• The Error tab will show the issue, line number, and description

7. Export the error log to Excel, fix the issues, and re-upload the corrected file.

After Import

✅ Spot-check customer records in the Customer module
✅ Confirm that customer addresses and contact details are correct